Filings through .
Epic Advisors, Inc.
Matched across 9 name variants in the filings
Epic Advisors, Inc. summary
Epic Advisors, Inc. appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $463M in assets for 10,431 participants. The median client plan holds $20.7M. Most client plans are sponsored in TN, CA and OH. The largest clients by plan assets are Exchange Bank, Medical Anesthesia Group, P.A. and Board of Trustees, East Bay Restaurant & Tavern. Plans reported $360K in direct and indirect compensation paid to Epic Advisors, Inc.. The median is $17K per plan.
- Participants
- 10,431
- Median plan assets
- $20.7M
- Median plan participants
- 217
- Median fees per plan
- $17K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Exchange Bank | CA | $110M | 655 |
| Medical Anesthesia Group, P.A. | TN | $96.7M | 125 |
| Board of Trustees, East Bay Restaurant & Tavern | CA | $38.8M | 4,623 |
| Ross & Yerger Insurance, Inc. | MS | $37.5M | 217 |
| T .R. Nelson, Inc | WI | $26.7M | 922 |
| Meeder Investment Management, Inc. | OH | $24.2M | 202 |
| The Eye Center of Oak Ridge, P.C. | TN | $21.7M | 127 |
| The Baraboo Bancorporation, Inc. | WI | $20.7M | 136 |
| Human Kinetics, Inc. | IL | $19.7M | 195 |
| LHP Management, LLC | TN | $15.9M | 236 |
| Board of Trustees of the Dierbergs Local 655 Vap | MO | $13.6M | 1,802 |
| Baird Brothers Sawmill, Inc. | OH | $11.4M | 140 |
| Wallace Hardware Company, Inc. | TN | $10.3M | 205 |
| Empire State Highway Contractors Association, Inc. | NY | $9.2M | 318 |
| Northland Investments, Inc. | MI | $6.1M | 528 |
- Exchange Bank$110MCAParticipants 655
- TNParticipants 125
- CAParticipants 4,623
- MSParticipants 217
- T .R. Nelson, Inc$26.7MWIParticipants 922
- OHParticipants 202
- TNParticipants 127
- WIParticipants 136
- Human Kinetics, Inc.$19.7MILParticipants 195
- LHP Management, LLC$15.9MTNParticipants 236
- MOParticipants 1,802
- OHParticipants 140
- TNParticipants 205
- NYParticipants 318
- MIParticipants 528
Top client states
- TN4 plans
- CA2 plans
- OH2 plans
- WI2 plans
- IL1 plan
Frequently asked questions
- Who uses Epic Advisors, Inc.?
- 15 retirement plans list Epic Advisors, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Exchange Bank, Medical Anesthesia Group, P.A., Board of Trustees, East Bay Restaurant & Tavern, Ross & Yerger Insurance, Inc. and T .R. Nelson, Inc. Most client plans are sponsored in TN, CA and OH.
- How many plans does Epic Advisors, Inc. serve?
- Epic Advisors, Inc. serves 15 retirement plans with $463M in plan assets and 10,431 participants, based on the latest Form 5500 filings through 2024.
- What does Epic Advisors, Inc. charge?
- Plans reported $360K in total Schedule C compensation paid to Epic Advisors, Inc.. The median plan paid $17K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full Epic Advisors, Inc. analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Epic Advisors as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 3 |
| Charles Schwab | 2 |
| Baird | 2 |
| Prudential (PGIM) | 1 |
| John Hancock (Manulife) | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 3 |
| Fidelity Freedom Index | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.